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Help centre

Get your firm running on Nayadaksha

A setup checklist, short guides for daily work, and fixes for common problems.

Getting started

Setup checklist

  1. Create your firmSign up with your firm’s name and your details. You become the owner.
    Sign up
  2. Fill in the firm profileAddress, GSTIN, PAN, matter and invoice number prefixes.
    Settings › Firm profile
  3. Invite your teamAdd partners, associates, clerks and accountants with their mobile numbers.
    Team › Add member
  4. Connect messagingLink your WhatsApp number, add Fast2SMS and your email (SMTP), then send a test.
    Settings › Messaging
  5. Choose where documents liveNayadaksha storage, or your Google Drive arranged by matter and date.
    Settings › Storage
  6. Turn on AI (optional)Pick Anthropic, OpenAI or Gemini, paste the key, and tick the AI features you want.
    Settings › Preferences
  7. Add clients and mattersEnter case number, CNR, court, judge and opposing counsel, and the matter team.
    Clients · Matters
  8. Give clients portal accessFrom a client’s page, give portal access; login details go by email, WhatsApp and SMS.
    Clients › Portal access
Guides

Everyday work

The daily cause list

  1. Open Cause list to see today’s hearings for the whole firm.
  2. After the hearing, choose Record outcome: status, order, next date and purpose.
  3. Tick "Send the client an update" to message the client on every channel.

Scan & upload paper documents

  1. Open the matter › Documents › Scan & upload.
  2. Choose the client and advocates and how to send the link (portal, WhatsApp, SMS, email).
  3. They scan on the phone; the pages arrive as one PDF under the matter and the team is notified.

Using the AI Agent

  1. Open AI Agent in the left menu, or press Ctrl + J on any page.
  2. Ask in plain words, e.g. "What’s on my plate today?" or "Add a task to file the rejoinder by Friday".
  3. Check the card it prepares and click Confirm. Nothing changes until you do.

Needs attention

  1. The list refreshes every 30 minutes and shows what is slipping for you.
  2. Use the one-click fix, such as Mark done or Add preparation task, or open the record.
  3. Dismiss an item you have handled some other way.

Messaging clients

  1. Client messages: pick the client and write; it goes to the portal, WhatsApp, SMS and email.
  2. Each message shows a tick per channel: ✓ sent, ○ not set up, ✗ failed.
  3. Switch channels off for clients or the team in Settings › Messaging › Where messages go.

Invoices and payments

  1. Record time and expenses on the matter as you work.
  2. Create the invoice, issue it, then Send to client (all channels, with UPI and bank details).
  3. Record payments or apply a retainer; overdue invoices appear in Needs attention.

Google Drive storage

  1. Settings › Storage › Google Drive: sign in with Google, or use a service account.
  2. New documents are filed as Matter / Year / Month / Date.
  3. An API key alone cannot write files; use one of the two options above.

Website enquiries

  1. Leads collects enquiries, including those from the form on your own website.
  2. A conflict check runs on the enquirer and the opposing parties.
  3. Convert a lead into a client and matter in one step.
Troubleshooting

Something not working?

WhatsApp stays on "connecting"

Check the firm’s phone has internet and WhatsApp open, then choose Link again and scan the new QR code. If the number keeps disconnecting, consider an official WhatsApp Business API provider.

An SMS shows "No DLT template is set"

You are on the DLT route. Register the template shown in Settings › Messaging › Text messages at DLT, then paste its Fast2SMS Message ID. Quick SMS needs no templates.

Emails are not arriving

Use Send test email in Settings › Messaging. For Gmail and Google Workspace use an App Password; for Microsoft 365 SMTP sending must be enabled for the mailbox.

A message shows ○ "not set up"

That channel is not configured yet, so the message was only recorded in Settings › Message log. Set the channel up in Settings › Messaging.

The AI Agent says it is switched off

An owner or admin needs to tick AI Agent in Settings › Preferences and enter the AI provider key.

Court sync did not update a matter

The matter needs its CNR number, and court sync must be enabled for your account. Hearings can always be recorded by hand.

Nothing matches. Try another word, or contact support.

Still stuck?

Tell us what you were doing and what you saw. Or email .

Contact support